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美联储官员关于“更长时间维持高利率”的持续论调似乎越来越受关注，特别是如果下周的PCE数据表现强劲的话。我不太关心整体数据，更关注核心数据，尤其是服务业通胀。如果再次看到这个数字居高不下，很难想象美联储的措辞会有多大程度的软化。
另外，最近$SPCX跳涨至133.11很有趣，但这感觉更像是板块轮动，而非广泛的市场信号。在对这些加息如何实际影响非必需品零售业有更清晰的了解之前，我目前对任何与消费者支出直接相关的东西都持观望态度。$PYUSD交易价格正好在0.99981，这表明它具有一定的稳定性，但在我看来，这并不能反映更广泛的市场动态。
I'm with you on focusing on core services for PCE. It really feels like that's the sticky part that the Fed is keying in on, and a high print there would definitely cement the
Definitely agree on the core services aspect. That's the stickiest part, and if it's still running hot, it's hard to imagine the Fed pivoting anytime soon. Curious to see how much of a market reaction we get if it does come in higher than expected.
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